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Tata Resources & Energy Fund-Regular Plan-Growth is an equity scheme managed by Tata Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 18.58%, with the bottom and top quartiles at 16.28% and 22.11% respectively. It has ranked in the top half of its category for 4 of the last 10 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.17% on assets of ₹1,343Cr. The fund is currently managed by Satish Chandra Mishra, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Adani Power Limited | Utilities | 3.67% |
| Fujiyama Power Systems Limited | Technology | 1.18% |
| Ellenbarrie Industrial Gases Limited | Basic Materials | 1.13% |
| Sector | Holdings | Weight |
|---|---|---|
| Power | 1 | 17.89% |
| Cement & Cement Products | 5 | 13.83% |
| Ferrous Metals | 4 | 11.82% |
| Petroleum Products | 5 | 8.83% |
| Chemicals & Petrochemicals | 1 | 7.58% |
| Fertilizers & Agrochemicals | 4 | 5.05% |
| Minerals & Mining | 2 | 3.75% |
| Oil | 2 | 3.51% |
| Non - Ferrous Metals | 2 | 2.84% |
| Diversified Metals | 1 | 2.73% |
| Industrial Manufacturing | 1 | 2.17% |
| Consumable Fuels | 1 | 2.15% |
| Industrial Products | 3 | 2.12% |
| Textiles & Apparels | 1 | 1.95% |
| Gas | 1 | 1.90% |
| Paper, Forest & Jute Products | 1 | 1.66% |
| Electrical Equipment | 1 | 1.18% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.22% | 2.49% | 14.49% | 39.98% | 90.28% | 81.9% |
| 3Y | 8.62% | 16.28% | 18.58% | 22.11% | 29.02% | 100.0% |
| 5Y | 13.46% | 16.24% | 19.54% | 22.80% | 26.04% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 6.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| DSP Natural Resources And New Energy Fund - Regular - Growth | DSP Mutual Fund | ₹2,343 Cr | 1.97% | +24.20% | +16.99% | 5★ |
| SBI Energy Opportunities Fund - Regular Plan - Growth | SBI Mutual Fund | ₹8,918 Cr | 1.76% | — | — | 1★ |
| Baroda BNP Paribas Energy Opportunities Fund - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹712 Cr | 2.40% | — | — | 3★ |
| Kotak Energy Opportunities Fund-Regular-Growth | Kotak Mahindra Mutual Fund | ₹276 Cr | 2.45% | — | — | 3★ |